Convertr Help Centre Help Center home page
Submit a request
Sign in
  1. Convertr Help Centre
  2. Product
  3. Business Insights

Business Insights - Lead Flagging Follow

Overview

This report allows you to analyse how many leads are being flagged and the corresponding reasons as to why. Additionally, if you use the call centre functionality you can check how the what Call Centre status leads are in. 

 

Full description of all visuals at the bottom of the page.

Controls

  • Here you can filter the data by time frame (max 24 months) and Advertisers, Campaigns and Publishers.

Screenshot 2024-02-05 at 15.49.28.png

Lead Flagging

  • This gives you a breakdown of how many leads have been flagged, also you can filter this by QA status and 2nd Check flag.

Screenshot 2024-02-05 at 15.43.27.png

 

Screenshot 2024-02-05 at 15.43.42.png

 

Lead Flag Comments

  • Here you can see the reasons as to why leads were flagged and valid or invalid.

Screenshot 2024-02-05 at 15.44.35.png

Call Center

  • Here you can see a full breakdown of Call Centre leads. You can also filter the data in the table by campaign, publisher and call centre status. 
    • Confirmed - Validated by User
    • Unconfirmed - Yet to be verified
    • Rejected - Invalidated by User

Screenshot 2024-02-05 at 15.45.26.png

 

Detailed Breakdown of all visuals

Visual Title Definition

Flagged Leads By Flag Status

Description:

Shows the number of flagged leads created grouped by flag status (Valid, Invalid, Test). Flag status is based on what the lead is currently flagged as.

Filtered by:

  • Campaigns filter

  • Advertiser filter

  • Publisher filter

  • Timeframe (lead latest flag date) filter

  • QA status filter

  • 2nd Check Flag filter

Restrictions:

  • Only non-deleted leads

  • Only non-deleted campaigns

  • Only business insights campaigns

  • Only non-deleted advertisers

  • Latest flag status

No. Of Leads Flagged By Flag Date

Description:

Column chart showing the number of flagged leads created grouped by flag status (Valid, Invalid, Test) over time. Flag status is based on what the lead is currently flagged as.

Filtered by:

  • Campaigns filter

  • Advertiser filter

  • Publisher filter

  • Timeframe (lead latest flag date) filter

  • QA status filter

  • 2nd Check Flag filter

Restrictions:

  • Only non-deleted leads

  • Only non-deleted campaigns

  • Only business insights campaigns

  • Only non-deleted advertisers

  • Latest flag status

{2nd check flag} 2nd check flags for {QA status} QA statuses

Description:

Column chart showing the number of flagged leads grouped by flag status (Valid, Invalid, Test) and QA status. Flag status is based on what the lead is currently flagged as.

QA status can be selected using the QA status filter.

Filtered by:

  • Campaigns filter

  • Advertiser filter

  • Publisher filter

  • Timeframe (lead latest flag date) filter

  • QA status filter

  • 2nd Check Flag filter

Restrictions:

  • Only non-deleted leads

  • Only non-deleted campaigns

  • Only business insights campaigns

  • Only non-deleted advertisers

  • Latest flag status

{2nd check flag} Flag Reasons For {QA status} QA Statuses

Description:

Bar chart showing the number of flagged leads grouped by flag reason (Valid, Invalid, Test).

Flag reason bars can be selected to filter the ‘Lead Flag Comments’ visual to only comments linked to the selected reason.

Filtered by:

  • Campaigns filter

  • Advertiser filter

  • Publisher filter

  • Timeframe (lead latest flag date) filter

  • QA status filter

  • 2nd Check Flag filter

Restrictions:

  • Only non-deleted leads

  • Only non-deleted campaigns

  • Only business insights campaigns

  • Only non-deleted advertisers

  • Latest flag status

Lead Flag Comments

Description:

Pivot table showing the number of flagged leads by:

  • QA Status

  • Lead Flag

  • Flag Reason

  • Flag Comment

Filtered by:

  • Campaigns filter

  • Advertiser filter

  • Publisher filter

  • Timeframe (lead latest flag date) filter

  • QA status filter

  • 2nd Check Flag filter

Restrictions:

  • Only non-deleted leads

  • Only non-deleted campaigns

  • Only business insights campaigns

  • Only non-deleted advertisers

  • Latest flag status

Is Call Centre Active?

Description:

Table showing the number of selected campaigns which have call centre functionality enabled.

Filtered by:

  • Campaigns filter

  • Advertiser filter

  • Publisher filter

  • Timeframe (lead latest flag date) filter

Restrictions:

  • Only non-deleted leads

  • Only non-deleted campaigns

  • Only business insights campaigns

  • Only non-deleted advertisers

  • Latest contact status

No. Of Leads Without A Call Centre Status

Description:

KPI showing the number of leads that do not have a call centre contact status.

Filtered by:

  • Campaigns filter

  • Advertiser filter

  • Publisher filter

  • Timeframe (lead latest flag date) filter

Restrictions:

  • Only non-deleted leads

  • Only non-deleted campaigns

  • Only business insights campaigns

  • Only non-deleted advertisers

  • Latest contact status

No. Of Leads By Call Centre Status

Description:

Column chart showing the number of leads grouped by call centre status (Confirmed, Rejected, Unconfirmed).

Filtered by:

  • Campaigns filter

  • Advertiser filter

  • Publisher filter

  • Timeframe (lead latest flag date) filter

Restrictions:

  • Only non-deleted leads

  • Only non-deleted campaigns

  • Only business insights campaigns

  • Only non-deleted advertisers

  • Latest contact status

Leads By Call Centre Status And Campaign

Description:

Pivot table showing the number of leads grouped by:

  • Campaign

  • Contact status

  • Publisher

  • Contact note

Filtered by:

  • Campaigns filter

  • Advertiser filter

  • Publisher filter

  • Timeframe (lead latest flag date) filter

Restrictions:

  • Only non-deleted leads

  • Only non-deleted campaigns

  • Only business insights campaigns

  • Only non-deleted advertisers

  • Latest contact status

Articles in this section

  • Fulfilment Risk Insights
  • Business Insights - Engagement
  • Business Insights - Lead Flagging
  • Business Insights - Processing Overview
  • Business Insights - Publisher Performance
  • Business Insights - Publisher Allocation
  • Business Insights - Multi Campaign Report
  • Business Insights - Campaign Report
  • Business Insights - Campaign Overview
  • Business Insights - Summary
See more

Related articles

  • Business Insights - Processing Overview
  • Business Insights - Engagement
  • Value Transforms: Regex Find and Replace
  • Email Verification
  • Data Dictionary
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request
Return to top

Related articles

  • Business Insights - Processing Overview
  • Business Insights - Engagement
  • Value Transforms: Regex Find and Replace
  • Email Verification
  • Data Dictionary
Convertr